Kendall Wealth offers investment advice to individuals, trusts, and estates. They create customized investment strategies based on your goals, risk tolerance, and financial situation, using low-cost, diversified mutual funds and exchange-traded funds. As part of their investment management services, they also provide financial planning, covering areas like retirement, savings, and tax planning. Stand-alone financial plans are not typically offered except to family members of existing clients.
Assets Under Management$62M
Clients32
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.25% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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